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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 14 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FRMI FERMI INC Utilities 98,674.0 $904K 0.00% NEW $9.16 -37.3%
262 WLDN WILLDAN GROUP INC Industrials 11,410.0 $903K 0.00% NEW $79.10 +6.9%
263 CAAP CORPORACION AMER ARPTS S A Industrials 35,640.0 $897K 0.00% NEW $25.18 -8.7%
264 ARDT ARDENT HEALTH INC Healthcare 90,511.0 $891K 0.00% NEW $9.84 +11.1%
265 KBH PUT KB HOME Consumer Cyclical 14,200.0 $889K 0.00% NEW $62.59 -13.8%
266 BEKE KE HLDGS INC Real Estate 60,300.0 $876K 0.00% NEW $14.53 +16.1%
267 ARDX ARDELYX INC Healthcare 171,014.0 $872K 0.00% NEW $5.10 -23.1%
268 LAD PUT LITHIA MTRS INC Consumer Cyclical 3,000.0 $871K 0.00% NEW $290.49 +22.7%
269 VOR VOR BIOPHARMA INC Healthcare 46,612.0 $858K 0.00% NEW $18.41 +26.5%
270 KEEL PUT KEEL INFRASTRUCTURE CORP Technology 148,700.0 $854K 0.00% NEW $5.74 -44.9%
271 RNAC CARTESIAN THERAPEUTICS INC Healthcare 81,828.0 $853K 0.00% NEW $10.42 -11.7%
272 TAC TRANSALTA CORP Utilities 61,050.0 $844K 0.00% NEW $13.83 -9.8%
273 FRD FRIEDMAN INDS INC Basic Materials 25,969.0 $836K 0.00% NEW $32.18 +43.0%
274 YSWY YESWAY INC 40,952.0 $831K 0.00% NEW $20.30 +22.8%
275 PUBM PUBMATIC INC Technology 63,342.0 $831K 0.00% NEW $13.12 +32.3%
276 ORI PUT OLD REP INTL CORP Financial Services 20,300.0 $831K 0.00% NEW $40.92 +3.5%
277 EPAC ENERPAC TOOL GROUP CORP Industrials 22,783.0 $817K 0.00% NEW $35.86 +1.8%
278 PBF PBF ENERGY INC Energy 17,841.0 $812K 0.00% NEW $45.52 +65.2%
279 WEST WESTROCK COFFEE CO Consumer Defensive 99,515.0 $807K 0.00% NEW $8.11 +1.6%
280 BKSY PUT BLACKSKY TECHNOLOGY INC Technology 28,900.0 $807K 0.00% NEW $27.92 +3.7%
Page 14 of 51  ·  1,013 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%